New names & inbounds — first calls / evaluations · kept until you act (per your note)
30
Pandorian — data room live, valuation gap
Daniel Avital / Daniel Amsellem
Jul 29
Advancing
QBitXforce — deck sent, decide
Lalit Ahluwalia · with Ben
Jul 24
Advancing
Redactable / PlusUltra — next diligence phase
Pablo · PlusUltra / via Ben
Jul 29
Advancing
Neon Cyber — Seed open (met at RSA)
Cody Pierce · neoncyber.com
Jul 23
Carried
IvyCap / Bharat Innovates — call ran Jul 28
Sneha Gupta · ivycapventures.com
Jul 28
Advancing
Capsule Security — Black Hat breakfast set
Naor Paz · w/ Holzman
Jul 29
Advancing
SafeHill — inbound via Chingona
Fernando · via Daniel
Jul 16
Carried
Spotlight — deck + traction follow-up
Katie / Alex · via Anton
Jul 24
Advancing
Gryphon — call ran, slides sent, decide
John Wu · via Ben Nye
Jul 27
Advancing
Karambit.AI — book Black Hat follow-up
Andrew Hendela
Jul 28
Advancing
Seaionl / CertPing — follow-up ran
Chenna · seaionl.com
Jul 30
Carried
DrDroid — reconnected, decide next step
Siddarth Jain · YC W23
Jul 20
Carried
Flecks.ai — office visit ran, decide
Flecks · Brian / via Bear
Jul 23
Advancing
Semperis — Marty, Clarity CEO candidate
Marty Momdjian · via Holzman
Jul 16
Carried
Verapath — data room open, round live
Joe McMann · with Bear
Jul 22
Carried
Arthrix — past 2wk inaction limit
Oleg Lerner · via Bear
Jul 27
Carried
Vigilent — first call done
Rohit Unnikrishnan · vigilent.ai
Jul 16
Carried
Zero Quarry — meeting ran Jul 28, decide
Shane Connelly · with Will
Jul 28
Advancing
Rein — re-engaged on agent security
Matan Efrat · reinsec.io
Jul 17
Carried
NuDay AI — follow-up sent
Bill / Alex · with Bear
Jul 15
Carried
Mission Decisions — Colin still chasing
Colin Hillier · via Bear
Jul 27
Advancing
QuantumGenie — follow-up sent
QuantumGenie · via Bear
Jul 27
Advancing
Supertide — past 2wk inaction, send reply
Damian · via Bear
Jul 15
Carried
Control+ — leaning pass, send turndown
Greg / Mehdi · via Anton / Dave
Jul 10
Carried
Rubicon / Bitfab — warm intros (JPM)
via Vickrum / Kevin (JPM)
Jul 14
Carried
RaptorX — call rescheduled to week of Aug 10
Pratyusha · via Julia
Jul 31
New
Salience Cybersecurity — Aug 5 next session
Will Gragido · saliencecyber.ai
Aug 5
Advancing
AI EdgeLabs — reconnecting, new raise
Inna Ushakova · via Anton/Bear
Jul 31
New
Thoras AI — handed to Mo (done)
Nilo Rahmani
Jul 28
Carried
DeFake — first call ran (done)
Kimber Labs · via Julia
Jul 14
Carried
Screened / parked — see detail
Misc inbounds · no action
—
Parked
Events
Outside the office & worth attending — this week + upcoming (Boston-focused)
5
TiE Women's Angels — investor conviction talk
Jul 31 · Mona Chopra
Jul 31
Today 4pm
Black Hat USA — Las Vegas, travel Monday
Aug 3-6 · Las Vegas
Aug 3
Going
Genesis Strategy Session — Philly Aug 5
Aug 5 · Philadelphia
Aug 5
Upcoming
Startup Boston Week — speaking Sep 18
Sep 18 · Boston (panelist)
Sep 18
Speaking
Black Hat Breakfast — Thu Aug 6
Aug 6 · Las Vegas
Aug 6
Confirmed
Waiting on
2
Vinit — identity security / Clarity view
Reference · Vinit Khandelwal
29d
Aurnov — reply on events/warm-lead ask
Immortal Security · Aurnov Chattopadhyay
7d
Personal
0
Patterns this session
0
No feedback was left in the dashboard since the Jul 30 run (feedback column was empty) — no standing-rule or signal changes triggered by user input this session; all changes below came from the email/calendar pull.
exception
SpartanX warrant thread moved forward — Crowell (Justin Lurie) agreed to Newt's 6-decimal preference overnight and asked for a process call this morning, which is now on today's calendar. Retitled the Q1 item to reflect the live call rather than a static "awaiting revert."
exception
SpartanX bringdown-deck "yellows" item dropped from Q1 — Anton's confirmation loop closed out before yesterday's board call; no new activity on that specific thread this window.
exception
New Q1 item: Ray — Ben Holzman is pushing a formal "W Team Based Selling" session with Ray's team next week; Dave Boffa sent the W Framework Doc 4.pptx this morning. Distinct from the existing Ray board-cadence item, which has now rolled off since the Q2 budget-cut board cycle concluded.
exception
Assail Q3 board pt.2 dropped from Q1 — board concluded Jul 30, no new activity or open action visible this window.
exception
Podcast recording (Brian O'Neill) and Seaionl/CertPing follow-up both marked done — both calls ran yesterday as scheduled with confirming emails in hand.
exception
SpartanX weekly check-in agenda (recurring cadence) marked done this run — you sent it this morning covering pipeline, fundraise materials, BDR/AE hiring, and the Insight Partners CSO debrief.
standing
Arthrix split out of the general inaction-signal note into its own standing Q3 rule-trigger line, alongside Control+ and Supertide — all three are now past the 2-week New Company Inaction threshold with no reply sent.
standing
RaptorX call was canceled by Julia this morning and rescheduled to the week of Aug 10 — retitled in New Deals; still an unscreened first look.
exception
New Deals: added AI EdgeLabs (Inna Ushakova reconnecting on a new raise, via Anton/Bear) and BlueArc (John/James, via Josh) to the parked/screening list — both first appearances this window. 29 -> 30 active count.
exception
Events refreshed for the week ahead: dropped nothing (all 5 still relevant), added Black Hat Breakfast (Thu Aug 6, confirmed via Squared Circle VC) as its own line; Genesis Philly session marked done/dimmed since Holzman is attending remotely on your behalf.
exception
Opsin and Overwatch signals to watch: another full 7-day inbox+sent pull found no new independent activity for either name. Last-seen incremented to 2026-07-31 for both in triage_rules.md; count unchanged at 1, still awaiting your confirmation before either standing rule changes.
signal
Notes for next run
Corrections · personal todos · work items to add · things to suppress · anything. Cowork reads this before the next run and sorts it out.